PLATFORM - Common Features > Assessments > Managing Assessment Campaigns > Assessment By Campaign > Creating an Assessment Session
Creating an Assessment Session
Session creation mode
To create an assessment session:
1. Open the properties of the campaign and select the Sessions page.
2. In the Assessment Sessions section, click New.
The session creation wizard opens.
Within the context of a campaign with a template, the session characteristics are automatically inherited from the template defined on the assessment campaign.
When you have not defined a template on the campaign, you can define the session in one of the following modes:
• From an Existing Template: assessment is created from an existing assessment template. All information characterizing the session is described in the template.
• In Ad-Hoc mode: the assessment is created simply from lists to be completed so as to specify the scope objects.
• In Expert mode: this mode is reserved for experts who want to define queries and macros. Assessment is carried out from deployment collections constituting a first step to reuse of object lists defining a scope.
From a campaign with template 
To create a session as part of a campaign with a template:
1. In the session creation wizard, enter the session name.
2. Specify when to start the evaluation session. See Session start options.
3. Click OK.
You can create other assessment sessions in the same way.
*The assessment sessions created will be used to plan the assessment campaign, that is to distribute between the different assessment sessions the objects to be assessed in their context. See Planning Assessment Campaigns.
From an existing template 
Within the context of a campaign without predefined template, you can apply a template to the session:
1. In the session creation wizard select the From an Existing Template option and select the assessment template you want to use.
2. Specify assessment session dates:
• Assessment Planned Begin Date is fixed at today's date
• Assessment Planned End Date.
3. Click Next.
4. Select the Perimeter that corresponds to the object from which the object list to be assessed will be established.
5. Click Next.
A preview report of the scope calculated for the session is presented for information.
6. Click Next.
7. Specify when to start the session. See Session start options.
8. Click OK.
In Ad-hoc mode 
Ad-Hoc assessment session creation mode allows you to explicitly define objects characterizing the scope of your session.
To create an assessment session in Ad-Hoc mode:
1. In the session creation wizard, select the Ad-hoc mode:
2. Click Next.
3. Complete each of the sections with the objects that interest you:
• Assessed Characteristics
• Assessed Objects
The Connect button allows you to select objects by filtering these by assessable object type.
• (Optional) Context Objects
*A context object is an object in the framework of which the assessment is carried out. For example, a risk can be assessed within the framework of an entity, a control can be assessed within the framework of a process.
• Assessors: you may select a Respondent as well as Person Assignments.
*Person assignment enables specification of the profile to which you wish to address the questionnaire when the same person has several profiles.
4. Click Next.
5. Create a Questionnaire Template.
*You cannot connect existing questionnaire templates.
6. In the windows that follow, you can specify the Quotation Rule to be applied.
7. Click OK.
In Expert mode 
Expert creation mode is reserved for experts who want to use queries or macros to define scope of their assessment session.
To create an assessment session in Expert mode:
1. In the session creation wizard, select the Expert mode.
2. In the Assessment Scope Definition field, specify how you wish to define scope:
• "By Tree"
• "By Collection"
*For more details on assessment scope definition, see Assessment Templates.
3. Click Next.
4. Complete the list of assessed characteristics explicitly.
*For more details, see Managing Assessed Characteristics.
5. Complete assessment scope using deployment collections to determine:
• the list of objects to be assessed
• the list of objects defining the assessment context
• the list of respondents
6. Click Next.
7. Create a Questionnaire Template.
8. Click Next.
9. Specify the Scoring rules to be applied as well as a MetaTest if required.
*For more details, see Creating Scoring Rules.
10. Click OK.
11. In the session creation wizard, click Next.
A preview report of the scope calculated for the session is presented for information.
12. Click Next.
13. Specify when to start the session. See Session start options.
14. Click OK.
Session start options
You have several possibilities to start a session:
• Not now
• Now
If you choose this option, you will be able to see the assessment session being launched. This option enables to execute the following workflow transitions at the same time:
• As soon as possible: after saving, in batch mode
• Schedule: later, specifying the date and hour in UTC format